See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,888 | $107,334-18.1% | $92,893-5.4% | $152,861-42.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 19.17% | 145.58%-126.4pp | 109.41%-90.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $4,223 | $4,221+0.1% | $3,653+15.6% | $4,762-11.3% |
| Participant deferral / active EE | $12,498 | $4,845+158.0% | $4,236+195.0% | $5,850+113.6% |
| Admin fee / account holder | $767 | $7,079-89.2% | $5,794-86.8% | $11,596-93.4% |